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Livermore
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Otis Worldwide Corp

OTIS
Exchange
NYSE
Industry
Electronic & Other Electrical Equipment (No Computer Equip)
SEC CIK
0001781335

No open-market purchases or sales by Otis Worldwide Corp insiders were filed in the last 90 days; 1,232 institutions reported holding it in 13F filings for Q2 2026, worth $25.6B in total; Markel Group is the only superinvestor holding it.

Q3 2024 vs. Q2 2024

How the institutions holding Otis Worldwide Corp changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of OTIS: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders1,191141,200+23
Shares353.8M35.0M359.9M+41.2M (+12.9%)
Value$34.1B$3.37B$37.4B+$6.71B (+21.9%)

14 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (95)

Institutions that held Otis Worldwide Corp at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to OTIS in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.32,521,498$3.38B0.07%
B. Metzler seel. Sohn & Co. Holding AG230,802$24.0M0.24%
Mill Capital Management, LLC127,181$13.2M1.03%
Y-Intercept (Hong Kong) Ltd125,333$13.0M0.80%
Bornite Capital Management LP125,000$13.0M2.30%
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund63,724$6.62M0.07%
Holocene Advisors, LP50,693$5.27M0.02%
Evoke Wealth, LLC48,307$5.02M0.14%
Artemis Investment Management LLP45,577$4.74M0.07%
Concentric Capital Strategies, LP43,498$4.52M0.29%
Marshall Wace, LLP34,801$3.62M0.00%
Winton Group Ltd34,461$3.58M0.25%
Threadgill Financial, LLC32,046$3.33M1.98%
IMC-Chicago, LLC28,666$2.98M0.09%
Seven Eight Capital, LP24,921$2.59M0.23%
Symmetry Investments LP22,458$2.33M0.50%
ICICI Prudential Asset Management Co Ltd20,600$2.14M0.23%
Sage Capital Management, LLC19,292$2.01M0.96%
XTX Topco Ltd17,917$1.86M0.14%
Sterling Capital Management LLC16,056$1.67M0.02%
Lombard Odier Asset Management (Switzerland) SA10,240$1.06M0.09%
Shell Asset Management Co9,437$981.0K0.04%
Amica Retiree Medical Trust9,339$971.0K0.81%
Ninety One North America, Inc.8,510$884.5K0.06%
Eastern Bank7,498$779.3K0.01%
Agf Management Ltd6,743$700.9K0.00%
Landscape Capital Management, L.L.C.6,508$676.4K0.07%
Axq Capital, LP6,274$652.1K0.20%
Baker Avenue Asset Management, LP4,884$507.6K0.02%
Caxton Associates LP4,749$493.6K0.02%
DRW Securities, LLC4,492$466.9K0.03%
Wolverine Trading, LLC4,250$443.8K0.01%
Capstone Investment Advisors, LLC3,612$375.4K0.01%
Dark Forest Capital Management LP3,125$324.8K0.04%
Reuter James Wealth Management, LLC2,853$296.5K0.05%
Financial Advisory Corp2,826$294.0K0.11%
Adviser Investments LLC2,818$292.9K0.00%
Montecito Bank & Trust2,777$288.6K0.05%
Howard Capital Management Inc.2,602$270.5K0.00%
Arkadios Wealth Advisors2,497$259.6K0.01%
Great Lakes Advisors, LLC2,452$254.9K0.00%
Baader Bank INC2,336$242.8K0.02%
Change Path, LLC2,210$229.7K0.01%
Prelude Capital Management, LLC2,182$226.8K0.02%
Keebeck Alpha, LP2,182$226.8K0.15%
US Financial Advisors, LLC2,054$213.5K0.07%
MJP Associates Inc2,039$212.0K0.04%
Badgley Phelps Wealth Managers, LLC2,028$210.8K0.00%
Cullinan Associates Inc2,000$210.7K0.01%
CWA Asset Management Group, LLC2,021$210.0K0.01%
Claret Asset Management Corp2,017$210.0K0.03%
Savoie Capital LLC2,019$209.9K0.03%
Marathon Capital Management1,997$207.5K0.05%
Becker Capital Management Inc1,983$206.2K0.01%
Cassaday & Co Wealth Management LLC1,977$205.5K0.01%
Personal Cfo Solutions, LLC1,956$203.3K0.03%
Bath Savings Trust Co1,930$200.6K0.02%
Townsend & Associates, Inc1,950$200.6K0.02%
Mairs & Power Inc1,928$200.4K0.00%
Optiver Holding B.V.1,772$184.2K0.00%
Values First Advisors, Inc.1,654$171.9K0.09%
Morse Asset Management, Inc1,250$129.9K0.03%
Skopos Labs, Inc.986$102.5K0.03%
Uncommon Cents Investing LLC978$101.7K0.03%
Intact Investment Management Inc.690$71.7K0.00%
CoreFirst Bank & Trust623$64.8K0.04%
Carolina Wealth Advisors, LLC506$52.6K0.03%
Maia Wealth LLC450$46.8K0.01%
Claris Advisors, LLC407$42.3K0.02%
Flaharty Asset Management, LLC372$38.6K0.01%
Truvestments Capital LLC350$36.4K0.01%
Capital Performance Advisors LLP331$34.4K0.01%
Hemington Wealth Management341$33.0K0.01%
Golden State Equity Partners295$30.7K0.00%
Ashton Thomas Securities, LLC281$29.2K0.01%
Northwest Investment Counselors, LLC272$28.3K0.01%
Riverview Trust Co242$25.2K0.02%
Planned Solutions, Inc.186$19.3K0.01%
Northwest Financial Advisors181$18.8K0.01%
Hara Capital LLC180$18.7K0.01%
Global X Japan Co., Ltd.108$11.2K0.00%
BOK Financial Private Wealth, Inc.100$10.4K0.00%
Coastline Trust Co90$9.36K0.00%
Oarsman Capital, Inc.87$9.04K0.00%
Itau Unibanco Holding S.A.77$8.00K0.00%
FSA Wealth Management LLC57$5.96K0.00%
Financial Gravity Companies, Inc.48$4.99K0.00%
Jaffetilchin Investment Partners, LLC42$4.34K0.00%
Cape Investment Advisory, Inc.23$2.39K0.00%
Globeflex Capital L P22$2.29K0.00%
Battery Global Advisors, LLC22$2.29K0.00%
Copley Financial Group, Inc.9$9350.00%
Livelsberger Financial Advisory4$4320.01%
Voisard Asset Management Group, Inc.4$4160.00%
Mendota Financial Group, LLC2$2080.00%

Sold out (72)

Institutions that held Otis Worldwide Corp at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of OTIS in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Arrowstreet Capital, Limited Partnership341,793$32.9M
Natixis291,277$28.0M
Jane Street Group, LLC242,814$23.4M
Vaughan Nelson Investment Management, L.P.101,998$9.82M
Trexquant Investment LP54,614$5.26M
HRT Financial LP46,000$4.43M
D L Carlson Investment Group Inc31,001$2.98M
Sciencast Management LP22,846$2.20M
Engineers Gate Manager LP22,123$2.13M
Pearl River Capital, LLC15,644$1.51M
K.J. Harrison & Partners Inc13,000$1.25M
Appian Way Asset Management LP10,300$991.5K
Oak Thistle LLC9,888$951.8K
Simplicity Wealth,LLC8,278$796.9K
Boothbay Fund Management, LLC8,225$791.7K
MQS Management LLC6,809$655.4K
Amussen Hunsaker Associates LLC6,849$652.2K
Laurion Capital Management LP6,728$647.6K
Bridgefront Capital, LLC5,963$574.0K
Nomura Holdings Inc5,849$563.0K
Catalyst Funds Management Pty Ltd5,200$500.6K
Two Sigma Advisers, LP4,700$452.4K
Shayne & Co., LLC4,601$442.9K
CTC Alternative Strategies, Ltd.4,093$394.0K
Banque Cantonale Vaudoise4,077$392.0K
Bridgewater Associates, LP3,992$384.3K
Boston Private Wealth LLC3,965$381.7K
Symmetry Partners, LLC3,524$339.0K
Deerfield Management Company, L.P. (Series C)3,248$312.7K
Jump Financial, LLC2,992$288.0K
Quadrature Capital Ltd2,896$278.8K
Dynamic Technology Lab Private Ltd2,615$252.0K
WBI Investments2,369$228.0K
Natixis Investment Managers International2,365$227.7K
Maven Securities LTD2,245$216.1K
Two Sigma Securities, LLC2,174$209.3K
Transatlantique Private Wealth LLC41,109$146.8K
Kessler Investment Group, LLC1,487$143.1K
Crewe Advisors LLC1,473$141.8K
nVerses Capital, LLC1,100$105.9K
Ashton Thomas Private Wealth, LLC1,045$100.6K
RFP Financial Group LLC800$77.0K
Group One Trading, L.P.777$74.8K
Opal Wealth Advisors, LLC740$71.2K
Register Financial Advisors LLC580$55.8K
Redwood Wealth Management Group, LLC507$48.8K
Orion Capital Management LLC375$36.1K
Laffer Tengler Investments335$32.2K
SYSTM Wealth Solutions LLC303$29.2K
Camelot Portfolios, LLC300$28.9K
Kelly Financial Services LLC268$25.8K
Family Firm, Inc.201$19.4K
Gradient Investments LLC136$13.1K
1832 Asset Management L.P.114$11.0K
Tyler-Stone Wealth Management86$8.28K
Wetzel Investment Advisors, Inc.75$7.45K
Creekmur Asset Management LLC64$6.12K
BBJS Financial Advisors, LLC60$5.78K
Central Bank & Trust Co58$5.58K
Westside Investment Management, Inc.50$4.81K
Lummis Asset Management, LP50$4.81K
Toth Financial Advisory Corp45$4.33K
SOA Wealth Advisors, LLC.40$3.85K
Princeton Global Asset Management LLC36$3.46K
Unique Wealth Strategies, LLC25$2.48K
Twin Lakes Capital Management, LLC23$2.23K
Planning Capital Management Corp17$1.64K
Spectrum Wealth Counsel, LLC16$1.54K
Chris Bulman Inc15$1.44K
Thomas J. Herzfeld Advisors, Inc.13$1.25K
Fairway Wealth LLC10$963
Delos Wealth Advisors, LLC2$193

Not filed for Q3 2024 yet (14)

Institutions that held Otis Worldwide Corp at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding OTIS in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.34,512,064$3.32B
Ofi Invest Asset Management359,670$32.3M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)61,124$5.88M
Susquehanna Fundamental Investments, LLC33,119$3.19M
Bank Pictet & Cie (Asia) Ltd21,371$2.06M
Abbrea Capital, LLC10,627$1.02M
Farmers National Bank3,395$326.8K
Institutional & Family Asset Management, LLC3,160$304.2K
Gratus Capital LLC2,607$251.0K
Hall Capital Management Co Inc2,100$202.1K
Benjamin F. Edwards & Company, Inc.374$36.0K
JJJ Advisors Inc.370$35.6K
Bradley & Co. Private Wealth Management, LLC230$22.1K
Sofos Investments, Inc.48$4.62K